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Recorded on November 25th, 2025

PE fixes everything Twitter's user locations Twitter vs YouTube Google - Not investment advice Is OpenAI cooked?

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Queleb

Lets go! I came to check if this weeks video got uploaded literally 30 seconds before it actually went live.

SaacAttaac

As cope I lowkey love how greedy PE is. There’s just no way to deny how evil it is

Maxwell Hopkins

I want to say with YT, while I will agree that there's always going to be Clickbait/ragebait on the site, my understanding of how the YT monetization works is that it is supposed to favor longer-form videos because of the use of mid-rolls and part of how someone gets paid more is by having longer watch-through percentage. Granted I'm not a big creator or even making money off YT, taking mostly from what I've heard from other creators and what they've talked about. I'm also at 24 minutes in so if this gets brought up as well then I feel for the 'commenting before finishing' trap.

Carter Call

12:30 This is why I like Atrioc. He doesn’t follow the “PE bad, because… it’s greedy and it’s private equity!” thought process blindly. If the PE firm is providing a shitty service that people don’t like, the company will fail, whether they are greedy or not.

Marc

I think with Twitter it's just a case of consumer demand. The reason people go on Twitter os to feel like they're part of "the conversation". Whereas people go on YouTube to watch Minecraft videos. Additionally, YouTube is also way bigger than Twitter. I'd imagine the total amount of engagement with politics is about the same on YouTube as on Twitter. It's just that on YouTube it gets outnumbered massively by entertainment. 100k likes on Twitter is a big deal, whereas on YouTube you probably don't even hit the Top 50 of that day.

Ian

2:20 this is all disgusting as hell

Gradient

Google has definitely been training their models on TPUs *before* Gemini 3, its public information Surprisingly, Wall Street just hadn’t picked that up until recently

Joseph

Claude is my favorite AI system right now. It's the only one I really felt was different. But I haven't tried Gemini that much. I really fell off of ChatGPT.

Preston Marusyk

It isn’t probably, you aren’t even in the top 5k getting 100,000.

Rachel Cunningham

I'm in private equity and youth sports is legitimately one of our themes lmao it's highly fragmented, OK?! (for the record the black bear thing is insane lmfao, Jesus, at least Hockey families are rich families ffs, omg). A lot of what I've seen in this space are GPs looking to help colleges monetize their athletic programs more like a proleague so they can pay the players without radically messing up their budgets.

Eddie Baaklini

Have you guys considered using other subscription platforms like youtube? The UX for patreon kinda sucks.

notacoconut

I've been thinking about dougs question about why twitter is different for youtube and i really think there's sort of 2 answers, 1 its really just not that different. if you login to youtube on a new account and just scroll the feed or shorts you run into a similar thing, though their algo seems to be better at targeting things that people really want to engage with better and they moderate things like all those ai shorts accounts not getting paid out etc 2 the medium through which you consume (atleast longform content) is completely different. on twitter your feed just happens, its right there in your face. on youtube i have to actively click on a video so it feels a bit more personally curated in that sense. You can hit dont show me this on twitter, but how often are people really hitting that

madbob 54321

I use to be a allstar (club) cheerleading coach and they really squeezed the parents for every dollar. -hundreds for monthly tuition -thousands for out of state competition fees on top of travel expenses. -over a thousand on uniform fees and mandatory club merch - $75 an hour for extra training sessions. -$40 a month for streaming service The majority of athletes at my club had very wealthy parents and the others had to do multiple fundraisers throughout the year to afford it.

Steven Dessers

Badminton in my club in Belgium is €110 a year for the youthplayers. 2 trainingmoments a weak.

imnphil

6 months ago right when I got hired I told my boss that because google was in a lawsuit they were holding back a lot of the things that would make them stand out in the AI space so they didn’t look like a monopoly (per Atrioc). I also told him that I thought Gemini would become the best model by the end of the year when their lawsuit was over (a bit of per Atrioc). Thanks for making me look like a savant!

Steven

Another positive note for Google’s consumer facing front, they’re offering a 12 month free trial of Gemini Pro for free for students (at least in the UK, I assume elsewhere too). I haven’t looked at the data but I imagine it’s starting to eat into Open AI’s market share in “paying” users. So far, for myself and many of my friends we wouldn’t - and don’t have the money to - pay for a premium AI model. That said, now that I’ve used Gemini Pro for a month or so I’ll probably renew it when my free trial expires, it’s been really helpful in studying

zerfaezza

I think most of Google's revenue comes from the ads on other people's websites. When you want to monitise your own website you use Google Ads since it's the only option.

WillyThaJawn

I'm surprised Aimen was able to get all that info from the kid raising money for his baseball gear because you'd hope that kids parents would be paying attention to their child and have defended them from Aimen

WillyThaJawn

This is a joke (accoding to my lawyers)

Umbra Night

youtube is most conparable to twitter when you look at people who pay for algorithm like the blue marks on twitter- that is to say youtube ads. And thats an utter cesspool

Ni

Yeah I do think short-form is likely going that way as well tbh, because the barrier to making short-form videos is relatively low and you could make a decent amount from it if you're able to catch the algorithm correctly, esp since you can post the same short-form vid to TikTok and IG as well

MICOPEN

In my opinion, a big part of the issue with monitzing Twitter vs YouTube is the amount of effort required for something to make a lot of money.

Chris de las Alas

I grew up playing hockey since I was in 4th grade (mind you I started late, most kids start at 4 yrs old I started at 10), and yeah costs for a season I think was like 1.5-2k a year and some other club teams in my area were like 3-3.5k. Equipment is also very expensive: - skates are $1k (throughout all my time I think I bought 4 pairs and 3 of them were the top tier $1k cost) - sticks (x2) $600 (too many broken sticks to count) - gloves $200 - shingaurds/elbows/chestpad ~$120 (I will say I used the same chestpad, elbows, and Shingaurds since I started playing. Little bit of superstition) Overall: the high use items like skates, gloves and sticks are dumb expensive

Yasi

One of the funniest intro’s in any episode.

Anything Random

They literally discontinued that offer this month, since they now started gaining so much market share.

Vinay Lanka

A little late to the conversation (got the Patreon recently) but Apple isn’t completely out of the LLM conversation Apple gives you the only (reasonable*) alternative to self hosting LLMs via exo labs 4 mac studios can run a 1T Param LLM via distributed inference with MLX (apples unified memory interface thing) Maybe it’s not top tier models, but self hosting local models has many benefits